M Holdings Securities, Inc. American Centy ETF Tr Avantis Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$52.26 - $55.37 $834,487 - $884,148	15,968 New	15,968 $837,000

Others Institutions Holding AVIV

# of Institutions

110

Shares Held

6.48M

Call Options Held

0

Put Options Held

0

Prairie View Partners, LLC

1.05M
Shares

$56.6 Million
5.68% of portfolio
American Century Companies Inc Kansas City, MO

930K
Shares

$50.3 Million
0.03% of portfolio
Atwood & Palmer Inc

445K
Shares

$24.1 Million
1.61% of portfolio
Financial Advisory Service, Inc.

260K
Shares

$14.1 Million
1.24% of portfolio
Allegiance Financial Group Advisory Services LLC Vienna, VA

216K
Shares

$11.7 Million
3.62% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVIV

More about AVIV

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